Set up Inventory Constants by going to the System Admin Menu → System Constants → Inventory Constants

The Standard Inventory Constants are found on the first tab of Inventory Constants.

Toggle to disable/enable multiple facilites.

If Multiple Facilities is disabled, enter your home facility prefix here.

Toggle to disable/enable multiple locations.

Inventory caching keeps track of changes in inventory balances as they are processed on the scanners or desktop clients. These changes are then immediately reflected in the inventory position in NovoNexus transactions. The SQL table IPL_LOC_DETAIL_CACHE stores the temporary inventory information. Disabling Local Inventory Cache Updates by checking this box will stop the evaluation of IPL_LOC_DETAIL_CACHE. All inventory On-hand information will then come from IPL_LOC_DETAIL. This constant setting is most useful in an environment where NovoMotion is not rapidly updating the SQL database.

This prompt is valid for multi-loc environments only. It has the following options:

• N - No warnings on error: This setting will allow the negative inventory transaction and will give no error/warning message.
• E - Error transaction: This setting will give the user an error message and block the negative inventory transition.
• W - Warn the user on transaction: This setting will give the user a warning message but allow the transaction if the user chooses to proceed.

Enter the Adjust Reason Code for a Stage Transaction. Please Note:Setup for this functionality usually requires customization and consulting.

Enter the Stage Transaction Inventory Location Type for a Stage transaction. Please note:This function relies on a location with a custom location type of STAG. Setup for this functionality usually requires customization and consulting.

The following Select Statements control how the data is sorted in the Stock Status and Location Stock Status functions, as well as a separate control for sorting Sales Work Orders in the Stock Status function.

• Stock Status Select Statment - The default is to order by location quantity.
• Location Status Select Statement - The default is to order by location quantity.
• Sales Work Order Stock Status SQL Select Statement - The default is to order by location quantity.

Set the lot entry screen option here.

• 0 - Standard Lot Entry: This method requires the user to enter/scan the lot number only one time per transaction. For example, if there are 10 items being picked for shipping, the user will scan the lot number once for that transaction.
• 1 - Serial Lot Entry: This method requires the user to enter/scan the lot number once for each item quantity in the transaction. For example, if there are 10 items being picked for shipping, the user will enter/scan the lot number 10 times.

Toggle to enable the full quantity for a location to pre-fill into the Quantity to Move field in Unplanned Move when Unplanned Move is launched from within Stock Status.

The Unplanned Move screen allows direct transfer of inventory from one defined location to another.

Enter the item number of the Unplanned Move.

Please Note: The long part number or the superseded part number for an item may also be entered into the Item Number field to bring up the results for that item number. For example:

• If 110 is the superseded part number for 100, entering 110 into the Item Number field will bring up results for item 100.
• If 1234567 is the long part number for item 100, entering 1234567 into the Item Number field will bring up results for item 100.

Enter the quantity of the Unplanned Move.

Enter the current location of the item number.

If the item being moved is serial tracked or lot traced, entry of serial numbers or lot number will be required after the From Location is entered.

Enter the location to which the item number will be moved.

The new quantity that will be available in both the From Location and the To Location will display in these fields. This is the new quantity that will be available in each location once the transaction is complete.

Enter reference information to document the Unplanned Move.

If the item number being moved is serial tracked, the Serial Number Entry screen will open after the From Location is entered.
A valid serial number for an item with a status of On Hand must be entered for each item being moved. Once all serial numbers are entered, the user will be redirected back to the Unplanned Move screen to complete the transaction.

If the item number being moved is lot traced, the Lot Entry screen will open after the From Location is entered.
Depending on the Lot Entry Screen Method set in Inventory Constants, one of the following Lot Entry screens will open.

Standard Lot Entry: Enter the lot number for the item being moved. The lot number is entered one time only.

Serial Lot Entry: Enter the lot number once for each quantity of the item being moved.
For example, if there are 10 items being moved, the lot number will need to be entered 10 times.

Once the lot number has been entered and accepted, the user will be redirected back to the Unplanned Move screen to complete the transaction.

Please Note: The Unplanned Move function can be launched directly from the Stock Status screen. Please see the Stock Status - Launch Other Actions section for details.

This function relies on a location with a custom location type of STAG. Setup for this functionality usually requires customization and consulting.

Please Note: The Stage Material to Production function can be launched directly from the Stock Status screen. Please see the Stock Status - Launch Other Actions section for details.

The Stock Status screen gives immediate, real-time information about part quantities in all locations.

Enter the item number and hit <enter>.

• Total On Hand of this item for all locations will also display on this screen.
• Stock Status will display the locations and quantities for the home facility determined in Set Facility.
• If you would like to look up the stock status for an item number in a different facility, enter the item number and facility code separated by the vertical bar character: |
• For example, 102|02 will show stock status for Facility 02.

Please Note: The long part number or the superseded part number for an item may also be entered into the Item Number field to bring up the results for that item number. For example:

• If 110 is the superseded part number for 100, entering 110 into the Item Number field will bring up results for item 100.
• If 1234567 is the long part number for item 100, entering 1234567 into the Item Number field will bring up results for item 100.

The Unplanned Move, Stage Material to Production, and Put Away Inventory functions can be launched directly from the Stock Status screen (*see note below on security).

• Use the arrow keys to move to the desired FROM location for the Unplannned Move, Stage Material transaction, or Put Away Inventory transaction. Launching with a specific location highlighted will default that location as the FROM location in the selected transaction.
  

• Hit <enter> to open the Select Function Screen.
  
• Chose the desired function and hit <enter> to open it in another window.

If the Use QTY from Stock Status when launching Unplanned Move constant is enabled, the entire quantity for the location selected will pre-fill into the Quantity to Move field when Unplanned Move is launched form Stock Status. For example, as seen in the screenshot below, location A4 was selected when launching Unplanned Move from the Stock Status screen, so the entire quantity of 453 items from A4 is pre-filled into the Quantity to Move field in the newly launched Unplanned Move screen:

*PLEASE NOTE: Use the NovoNexus Security Build to block a user's ability to access any or all of these functions directly from the Stock Status screen. If you block any of these functions for the user, only the allowed function(s) will display in the Select Function window.

Press F4 to to launch the Inventory Transaction History screen for the item number displayed.

The Location Stock Status screen allows users to look at all item numbers within a location.

Enter the location and hit <enter>.

The Total On Hand for all items in the location will also display on this screen.

The Stock Status function can be launched for a specific item from within the Location Stock Status screen.

Highlight the desired item number as in the example below:

Hit <enter> with the item number highlighted and the Stock Status screen for that item will open in a new window.

The Serial Number Inquiry screen allows users to see status information for a serial number.

Enter the serial number and hit <enter>.

The Set Facility function sets the home facility for the current connection.

Enter the facility code in the New Facility field to change the Current Facility.

Enter the Item number.

Please Note: The long part number or the superseded part number for an item may also be entered into the Item Number field to bring up the results for that item number. For example:

• If 110 is the superseded part number for 100, entering 110 into the Item Number field will bring up results for item 100.
• If 1234567 is the long part number for item 100, entering 1234567 into the Item Number field will bring up results for item 100.

The number entered here controls how many labels will print.

If the item number is lot traced, enter the lot number.

The number entered here will print on the label.

Enter the printer or select from the dropdown list.

Hit the Print Label button to print the labels.

The Inventory Transaction History screen gives real-time information about item activity.

Enter the item number and hit <enter>.

Please Note: The long part number or the superseded part number for an item may also be entered into the Item Number field to bring up the results for that item number. For example:

• If 110 is the superseded part number for 100, entering 110 into the Item Number field will bring up results for item 100.
• If 1234567 is the long part number for item 100, entering 1234567 into the Item Number field will bring up results for item 100.

The Adjust transaction processes on-hand inventory adjustments and creates an Inventory Transaction (IT) record.

Enter the Item Number.

Please Note: The long part number or the superseded part number for an item may also be entered into the Item Number field to bring up the results for that item number. For example:

• If 110 is the superseded part number for 100, entering 110 into the Item Number field will bring up results for item 100.
• If 1234567 is the long part number for item 100, entering 1234567 into the Item Number field will bring up results for item 100.

Enter A to add inventory to a location.

Enter S to subtract inventory from a location.

Enter the quantity to be adjusted.

Enter the location for the adjustment.

If the item being adjusted is serial tracked or lot traced, entry of serial numbers or lot number will be required after the Adjust Location is entered.

Enter the adjust reason code. The adjust reason code options are loaded via the schema NEXUS.ADJUST.REASONS.
Entering two periods (..) or two question marks (??) into this field will pop up a list of adjust reason code options.

If the item number being adjusted is serial tracked, the Serial Number Entry screen will open after the Adjust Location is entered.
A valid serial number for an item with a status of On Hand must be entered for each item being adjusted.
Once all serial numbers are entered, the user will be redirected back to the Adjust screen to complete the transaction.

If the item number being adjusted is lot traced, the Lot Entry screen will open after the Adjust Location is entered.
Depending on the Lot Entry Screen Method set in Inventory Constants, one of the following Lot Entry screens will open.

Standard Lot Entry: Enter the lot number for the item being adjusted. The lot number is entered one time only.

Serial Lot Entry: Enter the lot number once for each quantity of the item being adjusted.
For example, if there are 10 items being adjusted, the lot number will need to be entered 10 times.

Once the lot number has been entered and accepted, the user will be redirected back to the Adjust screen to complete the transaction.

This is a function for scrapping inventory post WIP. This function requires additional set up and training beyond standard Adjust functioning.

Clients interested in using this function should contact NovoRoi Systems for training and set up assistance.

This is a function to put away inventory that will default a To Location to the Client, based on user settings. This function requires additional set up and training beyond standard UNPLANNED MOVE functioning. Please contact NovoRoi Systems for training and set up assistance.

Please Note: The Put Away Inventory function can be launched directly from the Stock Status screen. Please see the Stock Status - Launch Other Actions section for details.

The One Step Material Transfer function moves items from one facility to another in one step.

Please Note: The One Step Material Transfer function does not require the user to change/set facility unless the item number being transferred is serial tracked or lot traced. The validation required for transferring items that are serial tracked or lot traced requires the user to set their current facility in NovoNexus to the Ship From Facility being entered in the One Step MT transaction in order to complete the transaction. Please see Set Facility for how to change/set facility.

Enter the current facility of the item number.

Enter the facility to which the item number will be moved.

Enter the item number to be moved.

Please Note: The long part number or the superseded part number for an item may also be entered into the Item Number field to bring up the results for that item number. For example:

• If 110 is the superseded part number for 100, entering 110 into the Item Number field will bring up results for item 100.
• If 1234567 is the long part number for item 100, entering 1234567 into the Item Number field will bring up results for item 100.

Enter the quantity to move.

Enter to location of the item in the Ship From Facility.

Enter the location to which the item will be moved in the Ship To Facility.

Enter reference information to document the One Step Material Transfer.

If the item number being transferred is serial tracked, the Serial Number Entry screen will open after the From Location is entered.
A valid serial number for an item with a status of On Hand must be entered for each item being transferred.
Once all serial numbers are entered, the user will be redirected back to the One Step MT screen to complete the transaction.

Please Note: The One Step Material Transfer function does not require the user to change/set facility unless the item number being transferred is serial tracked or lot traced. The validation required for transferring items that are serial tracked or lot traced requires the user to set their current facility in NovoNexus to the Ship From Facility being entered in the One Step MT transaction in order to complete the transaction. Please see Set Facility for how to change/set facility.

If the item number being transferred is lot traced, the Lot Entry screen will open after the From Location is entered.
Depending on the Lot Entry Screen Method set in Inventory Constants, one of the following Lot Entry screens will open.

Please Note: The One Step Material Transfer function does not require the user to change/set facility unless the item number being transferred is serial tracked or lot traced. The validation required for transferring items that are serial tracked or lot traced requires the user to set their current facility in NovoNexus to the Ship From Facility being entered in the One Step MT transaction in order to complete the transaction. Please see Set Facility for how to change/set facility.

Standard Lot Entry: Enter the lot number for the item being transferred. The lot number is entered one time only.

Serial Lot Entry: Enter the lot number once for each quantity of the item being transferred.
For example, if there are 10 items being transferred, the lot number will need to be entered 10 times.

Once the lot number has been entered and accepted, the user will be redirected back to the One Step MTt screen to complete the transaction.

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